See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,977 | $103,376-78.7% | $87,100-74.8% | $152,861-85.6% |
| Participation rate | 18.8% | 79.3%-60.6pp | 76.9%-58.1pp | 82.4%-63.7pp |
| Annual return | 40.12% | 28.10%+12.0pp | 28.19%+11.9pp | 345.32%-305.2pp |
| Employer contribution / active EE | $841 | $3,220-73.9% | $2,521-66.7% | $4,762-82.3% |
| Participant deferral / active EE | $1,075 | $4,778-77.5% | $4,049-73.4% | $5,850-81.6% |
| Admin fee / account holder | $60 | $12,205-99.5% | $7,497-99.2% | $11,596-99.5% |